SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)1,596,142,434.0
- RAUM (discretionary)1,183,394,348.0
- Actionable assets1,463,003,730.0
- Accounts (total)1,334.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM215,487,945.0
- HNW AUM1,149,456,103.0